Administrative Assistant I (Field Exam Coordinator)

We are a hybrid, remote-office company dedicated to growing our talent anywhere!

We have onsite locations in: Sioux Falls, SD,  Scottsdale, AZ,  Louisville, KY,  Troy, MI,  Franklin, TN,  Easton, PA.

At Pathward, we take tremendous pride in our purpose to create financial inclusion for all™. We are a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all.  We strive to remove barriers that traditional institutions put in the way of financial access, and promote economic mobility by providing responsible, secure, high quality financial products.

We are a team of problem solvers and innovators who celebrate our differences and know that our unique perspectives make us stronger and well-positioned for success.  We celebrate, and embrace, our team members through our *HUMBLE*HUNGRY*SMART approach, and we believe that we are strongest when we embrace the voices of our employees, customers, partners, and the communities we serve. 

About the Role:

The Field Exam Coordinator provides comprehensive administrative, logistical, and operational support to the Field Examination team while overseeing day-to-day office coordination responsibilities. This role ensures seamless planning and execution of field exams, maintains accurate documentation and reporting processes, and serves as a central point of coordination between examiners, internal partners, clients, and office operations. In addition to field exam responsibilities, this role supports daily office operations to ensure a professional and efficient working environment. The position requires strong organizational skills, attention to detail, and the ability to manage multiple priorities in a deadline-driven financial services environment.

What You Will Do:

Field Exam Coordination & Scheduling

• Coordinate and schedule field examinations, including examiner assignments, travel logistics, and client communications.
• Maintain and manage the field exam calendar, tracking deadlines, reschedules, follow-up items, and examiner availability.
• Distribute and track pre-exam data requests and required documentation to ensure readiness.
• Monitor exam status and proactively identify scheduling conflicts or capacity concerns.

Documentation & Compliance Support

• Prepare, organize, and maintain field exam files, reports, and supporting documentation in accordance with company policy.
• Compile financial statements, prior exam reports, and background materials for examiner review.
• Review submitted documentation for completeness and accuracy; escalate missing or delayed information as needed.
• Upload, categorize, and maintain records within shared systems and document management platforms.
• Support reporting needs by generating status updates, exam tracking summaries, and performance metrics.

Client & Cross-Functional Communication

• Serve as the primary administrative point of contact for clients regarding exam scheduling, logistics, and documentation requirements.
• Communicate professionally with Relationship Managers, Credit, Operations, and other internal stakeholders.
• Provide timely updates, reminders, and follow-ups to ensure smooth coordination across all parties.
• Support leadership with meeting preparation, reporting materials, and exam-related communications.

Operational & Process Support

• Track examiner workload and capacity to support balanced assignments and resource planning.
• Maintain process documentation, templates, and standard operating procedures.
• Assist with onboarding new examiners by coordinating access, training materials, and scheduling.
• Identify opportunities to improve workflow efficiency and enhance exam coordination processes.

Office Coordination & Administrative Operations

• Oversee daily office coordination, including workspace readiness and facility needs.
• Manage front desk coverage, visitor check-in processes, and vendor interactions.
• Coordinate onboarding and offboarding logistics, including workspace setup, equipment coordination, and badge access.
• Support meeting logistics, conference room scheduling, catering coordination, and internal events.
• Track office supply inventory, vendor invoices, and budget-related documentation, including invoice processing.
• Maintain shared calendars, emergency procedures, and general office communications.
• Partner with IT and Facilities to manage equipment lifecycle, service requests, and operational needs.
• Support employee engagement initiatives and team events as